The following steps will guide you through the process.
■Step 1: Download the Excel file.
□step1 - case1 Download and update the current permissions.
□step1 - case2 Download and update the template.
■Step 2: Edit the downloaded file.
■Step 3: Upload and execute the edited file.
In the procedure, there is a branch where you are asked to select either “current permissions file” or “template”.
Please refer to each case as you go through the following steps.
Current Permissions File: This is suitable if you have already granted the permissions to each member and want to overwrite the permissions.
Template: Suitable for granting new permissions.
■Step 1: Download the Excel file
Download the Excel file required to update the permissions.
Each file consists of two columns, “mail_address” and “group_full_name”.
□step1 - case1：Download and update the current permissions.
(1) Select the “Authority” menu in the operation settings page.
(2) Select “SETTINGS PAGE” of “Update by importing”.
(3) Select “Download Current Permissions”.
(3) Select “Download Current Permissions”.
(4) Select “CHECK THE FILE BEING DOWNLOAD” to move to the “Download” page.
(5) Click “Download” when it changes from “In progress” to “Download”.
□step1 - case2 Download and update the template
(1) Select the “Authority” menu of the operation settings page.
(2) Select “SETTINGS PAGE” of “Update by importing”.
(3) Select “TEMPLATE DOWNLOAD”.
The template will be downloaded to the device you are using.
Step 2: Edit the downloaded file
Edit the file you downloaded in step 1 to your desired state.
In both cases of using the current permission file and using the template file, the mail_address in the Excel file will be given the permission to view the group corresponding to the group_full_name in the file.
About the items in the file
mail_address.......... This refers to the email address of each registered member.
group_full_name... Refers to the notation of the group, including its parent group.
Example: Administration Department/Human Resources Section
In the above example
In the above example, “hanako@wevox.io” is given the permission of “Human Resources Section”, “Sales Section 1”, and “Corporate Planning Department”.
tarou@wevox.io” will be given the authority of “Infrastructure Team” and “Up to the third year”.
⚠️ Points to note when describing
⚠️1. Wevox’s browsing permissions are designed to automatically grant permissions to child groups when the parent group’s permissions are granted.
⚠️2. If the permission group originally granted to each member is not listed in group_full_name, the permissions of the corresponding group will be removed.
⚠️3. The permissions associated with mail_addresses that are not listed in the file will not be changed.
--- --- --- Concrete example of ⚠️2. and ⚠️3. --- --- ---
▼ Original granted state
The four members listed above have been granted access permission of the “Human Resources Section”.
If you edit the Excel file as shown above and run it, you will see the following.
____________
a@wevox.io...Human Resources Section
b@wevox.io...Sales Section 1
c@wevox.io...If you edit the Excel file as above and run it, you will see that no permissions have been granted to any of the groups.
d@wevox.io...Human Resources Section
___________
Step 3: Upload and execute the edited file
(1) Select “Authority” menu of the operation settings page.
(2) Select “Settings Page” of “Update by Importing”.
(3) Select “Download Current Permissions”.
(4) Click on the “↑” icon below or drag and drop the Excel file onto the icon.
(5) Confirm that the file name displayed is the one you intended, and click “Upload”.
(6) After the upload is complete, you are done 🎉
If an error occurs, or if the upload is not completed immediately
If the number of lines of data is less than 100, the process will be executed synchronously; if the number of lines is 101 or more, the process will be executed asynchronously.
※In the case of asynchronous processing, the results will be emailed to you.
If you get even one error, all the information has not been updated and you will need to run the program again.
If there is a problem with the uploaded file, an error message will be shown. Please follow the message and modify the file.
＊For example, if the file contains an email address that is not registered in your account.